See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,902 | $159,901-14.4% | $146,958-6.8% | $145,922-6.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.83% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $5,127 | $5,286-3.0% | $4,933+3.9% | $4,660+10.0% |
| Participant deferral / active EE | $22,291 | $8,428+164.5% | $8,070+176.2% | $6,688+233.3% |
| Admin fee / account holder | $3,168 | $15,044-78.9% | $12,998-75.6% | $13,397-76.4% |